Colonial River Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025

A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 1,127 shares of VIG stock, worth $205,283. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,127
Previous 1,147 1.74%
Holding current value
$205,283
Previous $208,000 1.44%
% of portfolio
0.08%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
N/A
-20 Reduced 1.74%
1,127 $205,000
Q2 2025

Jul 15, 2025
SELL
N/A
-25 Reduced 2.13%
1,147 $208,000
Q1 2025

Apr 24, 2025
SELL
N/A
-79 Reduced 6.31%
1,172 $213,000
Q4 2024

Feb 04, 2025
SELL
N/A
-60 Reduced 4.58%
1,251 $227,000
Q3 2024

Nov 04, 2024
SELL
$182.15 - $182.15 $2,550 - $2,550
-14 Reduced 1.06%
1,311 $238,000
Q1 2024

May 10, 2024
BUY
$168.47 - $182.98 $5,896 - $6,404
35 Added 2.71%
1,325 $241,000
Q4 2023

Jan 23, 2024
SELL
$150.16 - $171.16 $29,281 - $33,376
-195 Reduced 13.13%
1,290 $219,000
Q3 2023

Nov 03, 2023
BUY
$155.38 - $166.95 $2,641 - $2,838
17 Added 1.16%
1,485 $230,000
Q4 2022

Feb 10, 2023
SELL
$144.84 - $158.71 $8,111 - $8,887
-56 Reduced 3.67%
1,468 $222,000
Q3 2022

Nov 14, 2022
BUY
N/A
27 Added 1.8%
1,524 $206,000
Q2 2022

Aug 15, 2022
BUY
N/A
1,497 New
1,497 $215,000
Q1 2022

Apr 15, 2022
SELL
N/A
-1,337 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
N/A
1,337 New
1,337 $230,000

Others Institutions Holding VIG

# of Institutions
2,688
Shares Held
228M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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